Following the launch of WAM Income Maximiser (ASX: WMX), Founder and Chairman Geoff Wilson AO, Lead Portfolio Manager Matthew Haupt and Portfolio Strategist Damien Boey hosted the first investment portfolio update webinar on Thursday 22 May. During the webinar the trio:
- Explained the motivation behind launching the product, driven by strong shareholder demand for a high-yield, fully franked monthly income stream.
- Discussed how the portfolio is being tactically deployed in volatile markets to take advantage of dislocations and optimise income generation.
- Outlined how interest rate cuts by the Reserve Bank of Australia are impacting investment decisions and asset allocation strategies.
- Emphasised the importance of balancing investments across equities and corporate debt to maintain a reliable and sustainable income for investors.
- Answered investor questions in an extended Q&A session
Read the full transcript here view the slides, and watch the recording below.
